BBSC vs SCHD

ABBSC

BSCHD

Measures won1–5SCHD wins · of 6 · 5Y

$10,000 · 5Y$16,375SCHD · BBSC $13,283

Lowest cost0.06%SCHD · $6 on $10k

Most income2.98%SCHD · $298 on $10k

Smallest drop−6.9%SCHD · worst fall in 1Y

Held in common1.8%BBSC and SCHD

BBSC

SCHD

JPMorgan BetaBuilders U.S. Small Cap Equity ETF · $729MSchwab U.S. Dividend Equity ETF · $123B

+20.9%3 years · per year$17,653 · $17,414+20.3%

+5.8%5 years · per year$13,283 · $16,375+10.4%

0.09%Expense ratio$9 · $6 on $10k · lower wins0.06%

1.09%12-mo yield$109 · $298 on $10k2.98%

−10.6%Worst dropSmaller wins−6.9%

18.2%VolatilityLower wins11.7%

1–5SCHD wins

$10,000 · 5 yearsOne scale

Shared top holdingsBBSC · SCHD

0.2%M0.2%

0.2%MTN0.1%

0.2%OZK0.1%

0.2%FHI0.1%

Held in common1.8%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$729M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BSCHD	Schwab U.S. Dividend Equity ETFRead Desk		0.06%	2.98%	−2.2%	+32.3%	+38.7%	+20.3%	+10.4%	−6.9%	$122.9B
2	ABBSC	JPMorgan BetaBuilders U.S. Small Cap Equity ETFRead Desk		0.09%	1.09%	−4.5%	+13.6%	+15.1%	+20.9%	+5.8%	−10.6%	$729M

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

BBSC vs SCHD

BBSC

JPMorgan BetaBuilders U.S. Small Cap Equity

$13,283

SCHD

Schwab U.S. Dividend Equity

$16,375

MeasureBBSCSCHD

Fee0.09%0.06%

Cost on $10k a year$9$6

Yield1.09%2.98%

5 years, per year+5.8%+10.4%

3 years, per year+20.9%+20.3%

Worst drop · 1Y−10.6%−6.9%

Volatility · 1Y18.2%11.7%

5–1measures won
SCHD first

1.8%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

SPYM vs SPY

YTD

SPDRSPYM

+8.4%

SPYSPDR

+8.3%

+8.4%Year to date+8.3%

1.1%Yield1.0%

$182BAssets$805B

2–0SPYM wins

End-of-day Nov 5, 2026

Overlap: BBSC, SCHD

Today

1.8%most shared, BBSC and SCHD

BBSCSCHD

BBSC—1.8%

SCHD1.8%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$292most kept, SCHD

SCHD$298 − $6 = $292

BBSC$109 − $9 = $100

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee